Do you know how many of your clients own non-qualified deferred annuities?1 Does their estate planning consider how those annuities are subject to different tax and non-tax rules than other assets? These differences create both planning opportunities and traps. Because annuities are subject to both income and estate tax, a significant amount of their value can be lost at the owner's death. Fortunately, lifetime and post-mortem estate planning can minimize the impact of this double
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
